Define the starting point and the outcome
Equity funding or owner-managed business: choose the structure before reserving a name.
Tell the adviser whether this is a new engagement, a transfer from another provider or a correction of earlier work. Identify open questions and the decision-maker who can approve assumptions and provide missing evidence.
The service workflow
Resolve the proposed activities, shareholding and signing arrangements before preparing SPICe+ and linked incorporation forms.
The steps below describe the existing service workflow. Confirm their applicability and current portal requirements before acting; the order and supporting evidence can change with the entity or case.
Step by step
- 1
Free consultation & name search
- 2
DSC & DIN for directors
- 3
Name reservation via SPICe+ Part A
- 4
MOA, AOA & incorporation filing
- 5
Certificate of Incorporation, PAN & TAN
- 6
Bank account & post-incorporation compliance
Where your approval is needed
Approve key facts and calculations before a filing or report is finalised. Ask for a readable explanation of assumptions, unresolved differences and any choices with continuing consequences. For assurance work, management preparation and independent professional judgement remain distinct.
Who controls the company email, digital signatures and filing acknowledgements after incorporation?
How to manage delays and queries
A certificate does not make a newly incorporated company ready to trade without its applicable post-incorporation actions.
A useful status update names the outstanding item, its owner and the next action. Missing records, portal queries and third-party review can affect completion. Avoid treating an indicative service timeline as a guaranteed regulator decision.
What to retain when the work is complete
Retain constitutional documents, incorporation evidence and a calendar of applicable first-year obligations.
Confirm future responsibilities and record-retention arrangements in writing. Keep a copy of the final deliverables and know who controls access. If work continues monthly, agree the next reporting or compliance cycle before closing the current one.
How to use this resource



